Michael Beyersdorf is a Series 65-licensed advisor at CreativeOne Wealth, LLC with two years of industry experience. Before entering financial advising, he worked for 30 years at Ford Motor Company. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Jacob Mitchell is a Series 66 licensed financial advisor with six years of industry experience. He currently works with MissionSquare Retirement and MissionSquare Wealth Management, having previously held roles at Ally Invest Advisors, LPL Financial, and other firms. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Roger Welshans is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been a senior partner at Cornerstone Financial Services, focusing on insurance and annuity sales, for the past 10 years. Welshans currently serves clients through CoreCap Advisors, where he has worked for a decade. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, individual equities and bonds, and selective use of options or short sales.

Wanda Warsinski is a financial advisor at St. Bernard Financial Services, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she is involved in health-related sales activities. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services with a focus on long-term, conservative growth through tactical asset allocation and low-cost funds. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering a combination of fee-based and commission-based solutions.

Patrick Simasko is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2016. In addition to his advisory role, he is an attorney specializing in estate planning at Simasko Law and is involved in insurance and annuity sales through Simasko Financial. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often engages sub-advisors and third-party asset managers.

Christopher Schuppe is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked with firms including Valic Financial Advisors and currently serves as a consultant for LoVasco Consulting Group, advising retirement plan fiduciaries on governance, investment selection, and employee education. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management options.

Nathan Rumler is a CFP® and holds a Series 65 license with two years of experience in the financial advisory industry. He is currently with Plante Moran Financial Advisors and has prior work experience across various sectors including retail, wealth management, and university recreation. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, using various analytical methods and a proprietary equity market valuation model, and manages a significant portion of its assets on a non-discretionary basis.

James Roumell is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He previously worked at Legend Equities Corporation for nine years before joining Lincoln Investment, where he has been since 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Steven Levine is a financial advisor with ASSET ALLOCATION STRATEGIES, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with GLP Investment Services and GLP & Associates since the late 1990s. Outside of his advisory role, Levine is president of SRL Retirement Investments, Inc., an insurance sales business focused on developing investment strategies. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs quantitative asset-allocation methods and offers discretionary and non-discretionary portfolio management using proprietary and third-party models.

Joshua Alpert is a financial advisor at CoreCap Advisors with 12 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2013. Prior to this, he has operated Alpert Retirement Advising since 2007. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, serving individuals—including high-net-worth and accredited investors—as well as retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at LPL Financial and Fisher Retirement Services. He also works as an independent insurance agent selling fixed insurance products. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning approach supported by proprietary technology and quantitative measures.

William Revoir is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and has prior experience with ChangePath, Global Financial Private Capital, Quest Commonwealth, and his own firm, William J. Revoir & Associates. He is also involved with Quest Commonwealth, LLC, where he conducts life insurance and annuity sales. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Varun Reddy is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Kellogg Company and Plante Moran. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutional clients, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Keith Inman is a financial advisor at Signal Advisors Wealth, LLC with seven years of industry experience. He previously worked at Raymond James & Associates, Bank of America, Merrill, Santander Securities, and Beacon Payments. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis to manage discretionary strategies.

Douglass Burgdorf is a CFP® with 26 years of industry experience, currently serving as an advisor at KCD Financial, Inc. since 2007. He is a partner at H & B Financial Group, Inc., which focuses on insurance sales, and owns Burgdorf Financial Services, Inc., providing financial planning and investment management. Additionally, he contributes to marketing and business development for Cedar River Technologies/Waggle IOT on a voluntary basis. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and strategies, offering both discretionary and non-discretionary advisory services, and provides access to third-party managed accounts.

Kenny Goldner is a financial advisor with ASSET ALLOCATION STRATEGIES, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at ASSET ALLOCATION STRATEGIES since 2019 and has been associated with GLP Investment Services and GLP & Associates since 2017. Outside of his advisory role, he is involved in life insurance and fixed/index annuity sales and servicing. ASSET ALLOCATION STRATEGIES, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party managed model portfolios, using quantitative asset-allocation techniques, and serves approximately 3,859 clients with about $767 million in assets under advisement.

Bianca Candela is a financial advisor at Plante Moran Financial Advisors in Detroit, MI, holding a Series 65 designation. She has experience working with Plante Moran Financial Advisors and Morgan Stanley, as well as roles in education at the University of Detroit Mercy and various schools from 2015 to 2023. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary portfolios, with access to affiliated services such as trust banking, insurance, and real estate advisory through the broader Plante Moran enterprise.

Renee Wahl is a financial advisor with Summit Financial, LLC, holding a Series 66 license and 14 years of industry experience. Her prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, blending discretionary and consultative services tailored to client preferences.

Tadeo Hubahib is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked as a Planning Partner since 2021. Outside of his advisory role, he owns and manages an advertising website directory focused on Asian stores. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management with tailored asset allocations and employs a broad range of investment instruments, including equities, ETFs, fixed income, direct indexing, cryptocurrency, and structured products.

Michael Lopus is a CFP® professional with 17 years of experience, currently with Plante Moran Financial Advisors and Plante & Moran, PLLC. He has been associated with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. He is also a partner in Plante & Moran, PLLC, a non-investment-related role. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model and manages a substantial mix of discretionary and non-discretionary assets.